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Insurance Advisor

4.00 to 9.00 Years   Noida   31 Jan, 2025
Softcopy IT Solution
Job LocationNoida
EducationNot Mentioned
SalaryRs 2.5 - 6 Lakh/Yr
IndustryInsurance
Functional AreaMarketing / CommunicationSales / BD
EmploymentTypeFull-time

Job Description

    • Manage channel partner business on daily basis by visiting points of sales within a defined territory and meeting all concerned personnel to generate the targeted business.
    • Build excellent relationship with all concerned personnel at point of sales and fulfil all sales and service related requirements at the assigned Branches.
    • Do personal and telephonic interactions with borrowers for channel partners as facilitation/ support to Branch personnel.
    • Handle/ resolve queries from relationships efficiently on daily basis.
    • Preparing/ collating weekly reports on the outcome of interactions with the relationships for submission to concerned personnel.
    • Preparing reports/sharing of conversion results with NRMs/RRMs on fortnightly basis.
    • Maintaining and executing permanent journey plan for effective client coverage.
    • Managing branch audit and conducting preliminary training on products, process, and process documentation for branch personnel

Keyskills :
insurance marketingsalesb2b salesinsurance brokinginsurance agency managementmulti-channel marketingcorporate meetingsdirect salesinsurance sales

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